Infobae reported on October 11, 2026, citing Nikkei Asia, that Apple had asked suppliers to reduce October component orders for the iPhone 18 Pro and iPhone 18 Pro Max. The orders were reportedly at least 15% below Apple’s original requests; an unnamed supplier executive put the reduction for both models at 15%–20% (Infobae’s account).
What the reported cuts measure
The percentages compare October component orders with Apple’s original requests for that month. They describe orders for parts from suppliers; handset sales count finished phones bought by customers. The two measures answer different questions.
Infobae said Apple and its suppliers had not publicly confirmed the figures, and that Reuters could not verify them. Its account also attributed to Nikkei Asia explanations involving higher prices and a September launch schedule that placed the higher-priced models in the lineup. Those were reported explanations for softer demand, not established causes.
NeoTeo previously covered estimated iPhone 18 Pro delivery windows in the United States and India. Those estimates concerned delivery timing; this report concerns component orders to suppliers.
Reported market and customer reactions
Forbes Breaking News described Apple shares falling more than 1.6% in premarket trading on a Friday after the order-cut report. The exact trading date was not specified.
In an r/apple discussion, commenters offered personal theories about price, incremental upgrades, longer replacement cycles, and waiting for the iPhone Duo. Comments on the Forbes segment also included viewers who said nearby Apple stores were sold out, alongside complaints about price and year-to-year changes. These are individual reactions, not a measure of overall sales.
